Are you the backbone and support to Financial Planners? Is this you? If you said yes and you know what it takes to empower a Financial Planner, you're committed to making any business thrive and you enjoy harnessing your administrative acumen to extend your consistent support, then you are what we a
chapter in your success story by applying for this Assistant Financial Controller position. Job and Company opportunities to expand your expertise. As an Assistant Financial Controller, you will become a part of
Are you the backbone and support to Financial Planners? Is this you? If you said yes and you know what it takes to empower a Financial Planner, you're committed to making any business thrive and you enjoy harnessing your administrative acumen to extend your consistent support, then you are what we a
chapter in your success story by applying for this Assistant Financial Controller position. Job and Company opportunities to expand your expertise. As an Assistant Financial Controller, you will become a part of
role, with flexibility offered by the Company. To assist the director and financial advisors with the investment and be able to work on their own as well as in a virtual team. Requirements: Wealth Management or equivalent investment transfers and monthly fund switches). Assist, and where necessary oversee, opening of new client annual client portfolio data submitted to clients. Assist with SA and UK regulatory and compliance requests
accounts with companies on a quarterly basis. ● Assist the team in preparing and sending investor statements Reconciliation of share register to accounts. ● Assist with performing valuations of investments. ● Reconciliation the AFS for the annual audit. ● Assist with audit queries. ● Assist in preparing the Annual Financial submission. ● Assist with the submission and payment of monthly dividend withholding tax. ● Assist the team investments in new QC's Financial Management. ● Assist in arranging the AGM for Shareholders - take minutes
Preparing daily and monthly bank reconciliations Assisting with general admin and reconciliations such as monthly reporting on transactions to management Assist with daily customer queries Accurately reconciling
dynamic team as a Bookkeeper and Administrative Assistant and unlock a world of opportunity tailored just Reconcile bank statements and manage cash flow. Assist with the preparation of financial reports and statements organized filing systems, both electronic and physical. Assist in the preparation of reports, presentations, and integrity. Assist in managing company databases and generating reports. Support to Finance and HR: Assist in tasks, such as maintaining employee records and assisting with onboarding processes. Qualifications: Ideally
100 - 120 FTE. Labour Relations Administration: Assist in managing employee relations, address grievances employee records, manage HR documentation, and assist with onboarding and offboarding processes. Compliance: administration and company policies. Employee Assistance: Act as a point of contact for employee inquiries LR matters, providing prompt and professional assistance. Data Management: USe SAGE software to manage
100 - 120 FTE. Labour Relations Administration: Assist in managing employee relations, address grievances employee records, manage HR documentation, and assist with onboarding and offboarding processes. Compliance: administration and company policies. Employee Assistance: Act as a point of contact for employee inquiries LR matters, providing prompt and professional assistance. Data Management: USe SAGE software to manage